Best Investors Account Sign in

Best financial advisors in Van Meter, IA

Registered advisers within 25 miles of Van Meter, IA.

Offices
374
Firms
147
Combined AUM
$11.4T
Firm-wide filings, not assets booked only here
Clients
2.33M
2,331,402 clients when Item 5C has a number
Avg / client
$4.89M
Combined AUM ÷ clients

Nearby offices

Firms

ZERO DAY CAPITAL ENTERPRISES LLC
EDWARD JONES
VIVID WEALTH MANAGEMENT, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
HARBOUR INVESTMENTS, INC.
MERCER GLOBAL ADVISORS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
AVANTAX PLANNING PARTNERS, INC.
KINGDOM WEALTH DEVELOPMENT, LLC
SOWELL MANAGEMENT
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
AO WEALTH ADVISORY
INDEPENDENT FINANCIAL PARTNERS
PRIVATE WEALTH ASSET MANAGEMENT

Investors

Kha Phan
Jason Siemens
CAMERON DALE MCCARTY
THOMAS STUART BREITBACH
Shera Adriana Erickson
WILLIAM PATRICK SCHMIDT
MICHAEL JAMES FRANKE
DENIZ TUNCAY FRANKE
RICHARD SCOTT DAVIS
DONALD VINCENT PICK
MATTHEW ROSS MC CULLA
Anthony Zollman
Garrett Miller
JEFFREY CHARLES FRANKE
BIANCA D Rowland
DANIELLE LYNN SNYDER
JEFFREY RICHARD MILLER
Andrew Mark Pick
KENDRA LEE ERKAMAA
BAILEY R FAWKES
ALANA MAUDE FERGUSON
Lauren Michelle Kaniuk
MATTHEW DEAN BUSICK
KARA LYNN DOROTHY
STEVEN ALLEN CURREN
Benjamin Kevin Pearson
Christopher M Larson
Robert Dana Buckley
Lance David Eddie
Jeffrey Steven WInslow
CHRISTINA ANN LUEDERS OCHANPAUGH
GERRIT WILLIAM VRIEZE
THOMAS RALPH CLARK
BENJAMIN JOHN WARRICK
Alexander Shcharansky
Logan Davis Palmitier
MICHAEL ANTHONY COMPIANO
DANIEL DAVID PORTER
MICHAEL DEAN HAMMEN
ADAM BAIN OBRECHT
Jose Luis Leon
ERIC RANDALL WILLIAMS
Daycen Steele Douglass
JONATHON DANIEL MCFALL
KEITH JAMES GREDYS
Madison Ann Vestweber
DAVID EDWARD ARENS
Lance Dieleman
Todd Asper

Within 25 miles of Van Meter, IA, Best Investors lists 147 registered investment advisory firms with 374 offices nearby, managing about $11.4T in combined regulatory AUM across 2,331,402 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Van Meter

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM